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Bequests: guidelines and family fund options

WILLS and estate planning lawyer Dylan Heffernan of the Sydney law firm McCabes outlines what can be in a bequest and what are the rules around them.

Elder Abuse: Get advice early, not when it’s too late

Seniors Rights Victoria's former client Maria shares her elder abuse experience.

Protect yourself by getting financial advice earlier.

Retirement visa changes not to be ignored

VISA CHANGES: Changes are in the wind for both classes of retirement visas.

Retirees on a visa need to be proactive in checking on visa changes.

Why it's important to have guardianship documents in place

GOOD ADVICE: Without the documents you won't be able to make decisions.

Without the documents you won't be able to make decisions.

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Time to reconsider taking out income protection

SEVERAL years ago, media reports uncovered dodgy practices among some life insurance companies. It may have rattled consumers’ confidence.

Finance freeze: Prepping for winter chills and bills

WARM ADVICE: Top tips to get ready for winter creep of chilly weather costs.

Top tips to get ready for winter creep of chilly weather costs.

Life insurance is key to a family’s financial wellbeing

FAMILY WELLBEING: Life insurance cover in and out of super funds is in the spotlight.

Life insurance cover in and out of super funds is in the spotlight.

Not so super cover can chip away at savings

LIFE INSURANCE: Super fund default life insurance is a convenient option, but at what cost and is it right for you.

It's a convenient option, but at what cost and is it right for you.

Time to check out your health insurance cover

WHICH WAY: Before premium go up on April 1, consider why you have a policy.

Before premium go up on April 1, consider why you have a policy.

Money: Should I own insurance inside my super?

SOUND ADVICE: There is plenty to consider before owning insurance inside super.

There is plenty to consider before owning insurance inside super.

Private health premiums to hit record low: Government

Health funds will have average weighted premium increases of 3.95 per cent from 1 April 2018.

Premium lows expected to save Australians $1.1 billion.

Money: Spread your risk over long term plan

ON THE basis of past returns residential property seems to be the frontrunner but that doesn't necessarily mean bricks and mortar is the right for you.

Investment property may help seniors dodge contribution caps

DOWNSIZE OPTIONS: Ensure you follow all the rules or suffer a penalty from the ATO.

Ensure you follow all the rules or suffer a penalty from the ATO.

Fortnight ahead crucial for super contributions

SUPER TIME: Now is the time to think and act on super contributions.

Now is the time to think and act on super contributions.

Low-value shares can be sold or better still, donated

SPARE SHARES: Have you considered donating small value share parcels to charity?

Have you considered donating small value share parcels to charity?

It's a no brainer: Home buying needs solid research

NO BRAINER: We need to devote plenty of time to researching buying another home.

We need to devote plenty of time to researching buying another home.

Are you likely to be left shortchanged in retirement?

THE Australian Securities and Investments Commission report reveals that one in ten SMSF members could be left shortchanged in retirement.

Top ten: Australia's best super funds revealed

Australia’s best-performing super funds have been revealed.

Here’s the top 10, and how they all performed.

Superannuation catch-up rules a great opportunity

MONEY SAVER: Superannuation 'catch-up' rules are an opportunity to build your nest egg.

Super catch-up rules are an opportunity to build your nest egg.

Think about using your super to save on tax

SUPER SAVER: Part of super's appeal is that before-tax contributions are taxed at 15 per cent.

Think about tucking some some cash into superannuation.

Federal Budget designed to please seniors

MONEY ADVICE: The Federal Budget was designed to please, except the changes are not due to come into effect for another year.

The changes are not due to come into effect for another year.

Stress test your decisions before locking your super

SUPER TIPS: Top tips from a super adviser on pros and cons of multiple funds.

Top tips from a super adviser on pros and cons of multiple funds.

Can the proposed changes to the work test benefit me?

MONEY ADVICE: The Coach talks changes to superannuation in federal budget.

The Coach talks changes to superannuation in federal budget.

Will the new tax changes impact my pay?

WITH the passage of the Government's personal income tax cuts, what impact will this have on take-home pay?

Sneaky trick in your power bill

It is clear that most households are paying far too much for electricity, the ACCC says.

“There is good news for consumers out of these recommendations."

Top tips on how to choose the right accountant for you

GOOD ADVICE: Learn what to look for before choosing your new accountant.

Learn what to look for before choosing your new accountant.

Our frightening $45 billion debt trap

TIMELY WARNING: Credit cards can be convenient but they have a dark side.

Credit cards can be convenient but they have a dark side.

$55m Powerball winner found

The draw was on January 11 this year.

They had just days to claim the millions